Tour Highlights
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Customer Management
Job Tools
Accounting
Production Management
Tracking
Analysis & Reports
Welcome to Our Guided Tour
Help your projects with a great organization system. AccuLynx helps you accomplish your tasks quickly with your team.
This concise tour will guide you through AccuLynx's primary features. From customer management to reporting and analysis, you’ll find that AccuLynx has the tools you need. Step through the tour using the arrow to the right!
Customer Management
AccuLynx customer management is going to evolve the way you manage your clientele: one place to check your prospects, ongoing customers, construction projects, warranty claims, and job cost profit analyses. Whatever you are looking for, we'll help you organize and find it.
Customer Relationship Management (CRM)
- Manage your entire company’s interactions with prospects and customers
- Organize and synchronize a process in your business
- Track past, current, and future sources of revenue and customers
- Quickly search customers, job locations, and job progress
Real-time Mapping
- Map prospects, customers and job sites with a one click
- Organize your sales team based on strategic areas in an efficient manner
- Determine home size, economic variables and demographics quickly
- Receive easy to use directions between appointments and job sites
Simple Assignment Tools
- Never encounter overlapping sales rep areas again using our “nearby” function
- Reveal which rep is working in a specific area based on past jobs
- Assign your sales reps in a more organized manner to areas based on their current performance
- New leads are evident to your sales team the second they are created by your office staff
- No need to print lead sheets or have sales rep mailboxes any longer
- Your team will contact new prospects in minutes or hours, not days
Easy Scheduling
- Easily multi-task sales, construction and customer service calendars
- View pending appointments and schedule for all sales reps and construction crews
- Share calendars between team members so your entire company is on the same page
Job Tools
Our goal is to make your job easier! Therefore, we've built some tools to help with the tasks you and your team need to accomplish on a daily, weekly and monthly basis.
Roof Sketch Tool
- Draw your roof projects with ease and efficiency
- Sketch with crisp lines and easy to use calculations
- Add all accessories like vents, plumbing boots, skylights, etc.
- Easily import EagleView Roof Reports into our tool
- Populate and estimate directly from your roof sketch
Estimating
- Quickly create estimates from your roof sketch or from scratch
- Print out a professional estimate with company logo and info for prospects
- Job cost the estimate prior to giving it to a customer with our profit forecast tool
- Know your estimated margin prior to presenting your estimate to a customer
Material & Labor Orders
- Create legible and accurate Purchase Orders for your suppliers
- With one click, auto-create a P.O. from your previously created estimate
- Print to fax or email your orders to various suppliers easily
- Avoid costly paper and ink expenses by going paperless
- Create labor work orders quickly and accurately
- Have less waste due to a more uniform and accurate ordering system
Communication
- Automatically create an open environment for communication
- View up to date comments and history feeds within seconds
- Use internal email and chat functions to correspond quickly
- Attach management to hot button items to notify them of situations
File Storage
- Go paperless with our document and file storage system
- Store estimates, invoices, P.O.’s, job paperwork, photos, permits, etc.
- Keep PDF, jpg, MS Word and Excel documents, pictures, videos, and more
- Filter which team members can access what files based on specific roles created
- Never lose a file or photo again due to a disaster or computer crash
- All data is stored in the cloud by 3rd party hosts and is backed up redundantly
Accounting
Keeping the books is a part of every business – but it doesn’t need to be your primary focus! No more time consuming duplicates, no more being tied to a desk… your saved time will allow you to concentrate on the more important things.
Accounts Payable & Receivable
- Make AP and AR easier by using one solution
- Our integration with QuickBooks® creates a push/pull scenario for data
- Allow your team to view balances owed from the field
- Simplify keeping track of payables by job and customer
Invoicing
- Allow your team to access up to date invoices on the fly
- Make changes to an estimate or invoice from within our system
- Print and send invoices with ease
QuickBooks Integration
- Auto-sync your data from AccuLynx to QuickBooks on a recurring basis
- Your books will always be up to date – even with change orders in the field
- Eliminate double entry in two or three systems with our one-stop integration
- Use AccuLynx to run your business and QuickBooks for accounting methods
Production Management
AccuLynx has many features that that will allow you to manage your jobs and construction projects faster, easier and more efficiently. Never lose track of important job events again.
Multiple Supplier Comparison
- Quickly compare many different supplier pricing in our matrix
- Check pricing before ordering materials on every job
- Keep suppliers competitive by having instant access to price lists
- Keep detailed databases on pricing
- Use the pricing on a per job basis to keep costs down as a whole
Multiple Labor Comparison
- Quickly compare many different labor and crew pricing in our matrix
- Check pricing before assigning a crew to a job
- Keep your crews competitive by having instant access to pricing
- Keep detailed databases on labor pricing
- Use the pricing on a per job basis to keep costs down as a whole
Project Planning & Execution
- Order and schedule projects quickly with an easy to use tool
- Calendar all events and jobs in a simple manner
- Manage single or multiple jobs at the same time
- Visualize what is happening on a daily, weekly and monthly basis
- Use Drag-and-Drop technology to manipulate your job board
- Never be caught off-guard again by previously booked crews or material availability
Tracking
Job and information tracking has never been simpler! AccuLynx provides you and your team with easy to use tools to get tasks accomplished in a quick and precise way.
Jobs
- Track jobs in a more efficient manner
- Check and set statuses of jobs and orders so that the process is streamlined
- Organize ready to build, ordered, in process and completed jobs
Permits
- Keep an eye on your permits to ensure maximum efficiency
- Manage your permits so that job operations flow in the most efficient manner
- Catalog in an systematic workflow: requested, filed, pulled, posted, inspections complete
Commissions
- Create commissions for your sales team and management with ease
- Commissions are automatically created by amount collected, bills paid and percentage increments
- Track requested and paid commissions
- Allow for pre-commissions before job is completed
- Sales reps and management have access to information in real-time
Supplements & Mortgage Checks
- Track insurance supplements
- Calculate amounts and change orders based on missing items in a claim
- Track and follow insurance drafts with mortgage carrier as the payee
- See money out and money in transit via mortgage draft tracker
Analysis & Reports
AccuLynx allows you to report and analyze your business in various ways. Keep up to date with sales, accounts receivable, accounts payable, marketing, and profitability reporting. This is all accomplished in real-time with the latest information available as soon as it’s entered.
Job Profitability
- Watch the “true” profitability of a job build unfold as it happens
- Track expenses on a per job basis
- Up to date management of all material and labor cost provides accurate profit analysis
- Manage your estimating system based on “mark up”, or import cost databases
Sales
- Follow your company sales with a click of a mouse
- Track total company or individual sales numbers in real-time
- See the progress status of construction on all sales
- Easily switch between multiple companies to track sales in different locations
Accounts Receivable
- Watch accounts receivable roll in live as soon as the job is invoiced or built
- You choose when your customers’ AR truly begins
- Track entire company AR or break it down by sales rep or customer
- Easy to read pie graph reports help aid in collecting your money faster
Marketing
- Input costs to see where money is being invested on what types of marketing
- Track multiple types of lead sources to locate where your best dollars are spent
- See your ROI in real time on various types of lead sources
- Examine closing percentage, amount of jobs from type lead source and dollar amount of sales
